CENTER FOR WEALTH MANAGEMENT ADVISORY
CENTER FOR WEALTH MANAGEMENT LLC. Legal Name
Adviser information for CENTER FOR WEALTH MANAGEMENT ADVISORY last updated from Form ADV on March 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Ohio, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 6 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,413 | $163.8M |
| Non-Discretionary | 7 | $3.0M |
| Total | 1,420 | $166.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 519 | $107.3M |
| HNW Individuals | 29 | $54.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $5.3M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesHOURLY CONSULTING |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 166.7M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| CUSTOM INVESTMENT MANAGEMENT I | CENTER FOR WEALTH MANAGEMENT ADVISORY |
Identifiers
| SEC RIA File Number | 801-112042 |
|---|---|
| SEC ERA File Number | 801-112042 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 171221 |
| Legal Entity Identifier | None |
Principal Office
1764 COTTONTAIL DRIVEMILFORD
OH
United States
Monday - Friday, 9-5
Tel: (513) 407-5430, Fax: None
Websites
Chief Compliance Officer
CHRISTOPHER M WRIGHT
1764 COTTONTAIL DRIVE
MILFORD
OH
United States
Tel:
(513) 407-5430
C****@****************************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WRIGHT, CHRISTOPHER, MICHAEL | Individual | – | CCO MANAGING MEMBER | 06/2014 | > 75% |